Senior Branch Premier Banker Lakewood CO

Wells Fargo•Lakewood, CO

2d•$34 - $60•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and people with complex financial needs, serving as their primary contact for banking products and services through appointments, lobby engagement, and proactive outreach. The banker owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to deliver solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. The position works with internal partners across Wealth, Home Lending, and Business Banking to provide integrated solutions and a differentiated customer experience. It includes digital adoption support, ongoing customer reviews, and collaboration with branch colleagues. Wells Fargo provides digital tools, training, coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; employees then transition to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired participate in the Branch Network Licensed Banker program. The role requires SAFE registration at employment and applicable FINRA and state insurance licenses, which must be active or completed within designated timeframes. It is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 3 years of experience building and maintaining effective relationships with customers and partners.
At least 3 years of experience recommending products and services.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63, or recognized equivalents, and applicable state insurance license(s), active or completed within a designated timeframe.
SIE exam required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent required within a specified period for hires in the listed states, subject to state-specific requirements.
SAFE registration required at the time of employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
Must meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to proactively source, acquire, and deepen relationships through outreach and internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen team performance and customer impact.
Clear, confident communication, empathetic listening, and ability to build credibility and trust.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
FINRA Series 6 and Series 63 exams, or recognized equivalents, completed sufficiently to qualify for immediate FINRA registration.

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ financial needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, including warm introductions, setting expectations, and owning qualified opportunities through completion.
Educate customers about self-service and mobile banking options to support digital adoption and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Meet and maintain required FINRA licenses, state insurance licenses, and SAFE registration requirements.